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IEX in the 13F filings

Idex Corp · CUSIP 45167R104

Sector · IndustrialsTheme · Industrials and automation· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 3 Aug 2026
Managers listing it
30
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 13 listed it in both
Shares listed
11,453,391
combined, among listed positions
Reported value
$2.6bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 14 buyers (opened or added shares) and 22 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -909,292.

Managers listing IEX in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

30 of 30 holders

ActionFiling
Millennium Management LLC2,369,834$538m0.19%Added+373,89014 Aug 2026 (the filing on sec.gov)
Invesco Ltd1,500,523$341munder 0.1%Trimmed-125,94814 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP1,139,217$259munder 0.1%Trimmed-599,31414 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP905,936$206m0.23%Added+75,08014 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC846,581$192m0.24%Added+30,44414 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP717,081$163m0.07%Added+17,29313 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC706,368$160munder 0.1%Trimmed-102,2832 Sep 2026 (the filing on sec.gov)
Two Sigma Investments LP491,153$111m0.08%Trimmed-6,51914 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP451,742$103m0.66%Added+234,46614 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC411,838$93munder 0.1%Trimmed-753,68114 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)320,087$73munder 0.1%Added+130,59113 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC291,627$66m0.24%Trimmed-123,92814 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC257,285$58munder 0.1%Added+77514 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc207,428$47munder 0.1%Added+39,20714 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC185,325$42m0.06%Added+100,80013 Aug 2026 (the filing on sec.gov)
GAMCO Investors Inc155,722$35m0.32%Trimmed-1,00212 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd140,510$32munder 0.1%Added+59,06614 Aug 2026 (the filing on sec.gov)
Davidson Kempner Capital Management LP100,000$23m0.27%Added+45,00014 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP84,358$16munder 0.1%Trimmed-42914 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP54,631$12munder 0.1%Added+21,19714 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC26,395$6.0munder 0.1%Trimmed-1,27427 Oct 2026 (the filing on sec.gov)
Walleye Capital LLC26,369$6.0munder 0.1%Added+4,9433 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC22,972$5.2munder 0.1%Trimmed-15,76614 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP13,145$3.0munder 0.1%Trimmed-23,06213 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp12,460$2.8munder 0.1%Added+5,07814 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (6)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
11 in Q3 2024 to 11 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IEX by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20137$806mn.a.n.a.
Q3 20138$986mn.a.n.a.
Q4 20138$1.1bnn.a.n.a.
Q1 201410$1.1bnn.a.n.a.
Q2 201410$1.4bnn.a.n.a.
Q3 20149$1.3bnn.a.n.a.
Q4 201410$1.6bnn.a.n.a.
Q1 20159$1.6bnn.a.n.a.
Q2 201510$1.8bnn.a.n.a.
Q3 201510$1.7bnn.a.n.a.
Q4 20159$1.6bnn.a.n.a.
Q1 20169$1.7bnn.a.n.a.
Q2 20167$1.6bnn.a.n.a.
Q3 20169$1.9bnn.a.n.a.
Q4 20169$1.8bnn.a.n.a.
Q1 20178$1.9bnn.a.n.a.
Q2 20179$2.3bnn.a.n.a.
Q3 20179$2.5bnn.a.n.a.
Q4 20179$2.7bnn.a.n.a.
Q1 201811$2.9bnn.a.n.a.
Q2 201811$2.7bnn.a.n.a.
Q3 201813$2.9bnn.a.n.a.
Q4 201810$2.4bnn.a.n.a.
Q1 20199$2.9bnn.a.n.a.
Q2 201912$3.7bnn.a.n.a.
Q3 201915$3.6bnn.a.n.a.
Q4 201915$3.6bnn.a.n.a.
Q1 202016$2.2bnn.a.n.a.
Q2 202013$2.4bnn.a.n.a.
Q3 202018$3.3bnn.a.n.a.
Q4 202018$3.2bnn.a.n.a.
Q1 202115$3.4bnn.a.n.a.
Q2 202112$3.3bnn.a.n.a.
Q3 202110$2.9bnn.a.n.a.
Q4 202114$3.4bnn.a.n.a.
Q1 202218$2.5bnn.a.n.a.
Q2 202218$2.5bnn.a.n.a.
Q3 202216$2.5bnn.a.n.a.
Q4 202215$2.9bnn.a.n.a.
Q1 202314$3.2bnn.a.n.a.
Q2 202320$2.5bnn.a.n.a.
Q3 202314$2.9bnn.a.n.a.
Q4 202312$2.6bn83
Q1 202411$3.0bn46
Q2 202414$2.1bn85
Q3 202411$2.1bn65
Q4 202415$2.3bn76
Q1 202514$1.9bn97
Q2 202512$2.0bn94
Q3 202514$1.7bn114
Q4 202512$1.8bn1619
Q1 202614$1.7bn2216
Q2 202611$1.7bn1422

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

IEX and GE →IEX and LRCX →IEX and GEV →Choose a stock to compare with IEX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IEX, latest filings →Back to the 13F Explorer →